5 SaaS Onboarding Techniques You Didn’t Know Exist

Your SaaS product is finished and looking great.

It is time to devise strategies to keep your users interested and coming back for more.

While user onboarding is crucial for the success of a SaaS business, it is even more important to get users to adopt your software for the long haul. This is the tricky part and so you need to use the right tactics in order to succeed. Below are 5 SaaS onboarding techniques you might not have known to exist, but are worth knowing about and utilizing.

1. Use Push Messaging to Instantly Reach Users

An attractive feature of push messaging is that it can reach out almost instantly. If you want to contact your user while your product is still fresh in his/her mind, then it could help you guide users through potentially problematic areas. Be sure to remain specific when using push messaging. Your push message to a user should be aimed at guiding the user to solve his/her specific problem. Push messaging not only helps you deal with users’ problems on-site, but also increases the user’s likelihood of adopting your SaaS product.

2. Use Social Media to Actively Engage Your Users

Social media has become an integral part of a business that strives to establish remarkable online presence. It has become a part of our lives and we cannot do without it. Therefore, it is a great way to reach your users. According to a study conducted by Mashable, US citizens spend more time on social networks than they do on other online activities. In an advisement issued by Gartner to clients in early 2012, the emerging trend is that there is a need to support customers online using social media and mobile devices, as this has a profound impact on planning. Remind customers of your product and its new features or enhanced capabilities via social media.

Gartner Analysts see the value as well: “An actively engaged customer is more willing to participate with the organization through multiple different channels, ranging from online self-service tools or a mobile application to community participation or user group involvement. They are more willing to provide feedback when asked, make best use of the products or services on offer, and make suggestions on how to improve them.” 

3. Simplify the Online Experience through Guiding your Customers Online

Use easy-to-follow step-by-step instructions to guide users through your software, the same way WalkMe is doing with its interactive self-guidance technology. Provide a better online user experience via online guidance and enjoy greater retention rate for your SaaS business. This will also enable more customers to convert from free to long-term paid users.

4. Retain Long-Term Users via Email Messaging

While push messaging is effective for instant message delivery and guiding users to your software almost, email messaging is great for retaining long-term users and even winning back those who have taken a long time without using your software. Send engaging and interesting emails to keep users interested in your SaaS and be sure to mention any new features implemented. This is your chance to convince your users that your SaaS software has something better to offer, so use it to your advantage.

5. Entice Users with Incentives to Keep Them Interested

Everybody loves free stuff. Keep them interested by offering incentives such as providing a free codes to unlock new features in your app. Users like to feel valued, so use it to generate more interest in your SaaS.


Omri is the Head of Demand Generation, as well as the Lead Author & Editor of the SaaSAddict Blog. Omri established the SaaSAddict blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to SaaS and cloud migration.